Lake Street Advisors Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$759K Buy
3,762
+31
+0.8% +$6.26K 0.04% 259
2024
Q3
$775K Buy
3,731
+7
+0.2% +$1.45K 0.04% 252
2024
Q2
$794K Buy
3,724
+199
+6% +$42.5K 0.04% 253
2024
Q1
$751K Sell
3,525
-219
-6% -$46.7K 0.04% 269
2023
Q4
$671K Buy
+3,744
New +$671K 0.03% 281